← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1651	Destination Wealth Management Walnut Creek, California	$0	-$192K	0	–	Closed
1652	DF Dent & Co Baltimore, Maryland	$0	-$228K	0	–	Closed
1653	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$0	-$6.49M	0	–	Closed
1654	DWM Doyle Wealth Management St. Petersburg, Florida	$0	-$103K	0	–	Closed
1655	Driehaus Capital Management Chicago, Illinois	$0	-$357K	0	–	Closed
1656	DA Duality Advisers Miami, Florida	$0	-$2.69M	0	–	Closed
1657	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$77K	0	–	Closed
1658	EP Edgestream Partners Princeton, New Jersey	$0	-$4.69M	0	–	Closed
1659	ECM Engle Capital Management Greenwich, Connecticut	$0	-$6.59M	0	–	Closed
1660	FA Fagan Associates Troy, New York	$0	-$887K	0	–	Closed
1661	FM Family Management New York	$0	-$2.88M	0	–	Closed
1662	First National Bank of Omaha Omaha, Nebraska	$0	-$263K	0	–	Closed
1663	FIA FNY Investment Advisers New York	$0	-$848	1	0%	New
1664	FI Fosun International Hong Kong, China	$0	-$209K	0	–	Closed
1665	GFPC Global Financial Private Capital Sarasota, Florida	$0	-$61K	0	–	Closed
1666	GQG Partners Ft. Lauderdale, Florida	$0	-$513M	0	–	Closed
1667	GC Grace Capital Quincy, Massachusetts	$0	-$352K	0	–	Closed
1668	GMI Greystone Managed Investments Regina, Saskatchewan, Canada	$0	-$6.77M	0	–	Closed
1669	GAM Griffin Asset Management New York	$0	-$55K	0	–	Closed
1670	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$0	-$238K	0	–	Closed
1671	HBK Investments Dallas, Texas	$0	-$518K	0	–	Closed
1672	HIC Holderness Investments Company Greensboro, North Carolina	$0	-$211K	0	–	Closed
1673	HH HWG Holdings Houston, Texas	$0	-$1.01M	0	–	Closed
1674	II Ibex Investors Denver, Colorado	$0	-$221K	0	–	Closed
1675	IWA IBEX Wealth Advisors Bedminster, New Jersey	$0	-$63K	0	–	Closed